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Toth Financial Advisory’s Main Thematic Innovation ETF TMAT Stock Holding History

Toth Financial Advisory’s Portfolio TMAT Stock Details TMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$313 – 763
2024
Q4 		$313 Hold
15
– – ﹤0.01% 680
2024
Q3 		$267 Buy
+15
New +$255 ﹤0.01% 698

Other funds holding TMAT

MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Toth Financial Advisory's TMAT Position: Q1 2025 in Review

Toth Financial Advisory sold out of Main Thematic Innovation ETF (TMAT) in Q1 2025, closing a stake of 15 shares — an estimated $313 sold.

Toth Financial Advisory first reported a position in TMAT in Q3 2024 and held it in 2 quarters. The position peaked at $313 in Q4 2024. 38 funds tracked by Wall St. Rank hold TMAT as of Q1 2025.

  • Toth Financial Advisory reported no remaining Main Thematic Innovation ETF position as of Q1 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 15 Main Thematic Innovation ETF shares in Q1 2025, an estimated $313.
  • Toth Financial Advisory first reported a position in Main Thematic Innovation ETF in Q3 2024 and held it in 2 quarters.
  • Toth Financial Advisory's Main Thematic Innovation ETF position peaked at $313 in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Main Thematic Innovation ETF as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.